PNM Multifamily Energy Efficiency Program Trade Ally Orientation_08!05!2015

PNM Multifamily Energy

Efficiency Program

Trade Ally OrientationBILL ECKMAN, ENERGY ADVISOR AND TRADE ALLY MANAGER

AGENDA

PNM Multifamily Energy Efficiency Program

Overview

Program Policies and Procedures

How to Qualify as a Trade Ally

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW

What is it?

Benefits to Trade Allies

Benefits to Property Owners and Managers

Eligibility

Upgrades and Incentives


OVERVIEW

WHAT IS IT?

Direct install, prescriptive and custom retrofits

Market rate and low income

In-unit and common area upgrades


OVERVIEW

BENEFITS TO TRADE ALLIES

Grow your Business

Market Free Upgrades (direct install)

Quick Project Start

Project Lead Generation

Ongoing Support

Workshops and resources

Click Here to Find a TRADE ALLY

for your Project


OVERVIEW

BENEFITS TO PROPERTY OWNERS AND MANAGERS

Reduce operational costs

Increase property value and marketability

Increase renter appeal: efficiency, comfort, health, and safety

Make apartments more comfortable and affordable


OVERVIEW

ELIGIBILITY

To be eligible, multifamily properties must:

Receive electric service from PNM

Consist of five or more attached dwelling units, or

complexes of four or more attached units

Comply with applicable laws of New Mexico


OVERVIEW

UPGRADE INCENTIVES

In-Unit RebatesLighting

Compact Fluorescent Lamp

up to 30 watts

greater than 30 watts

$2.00

$7.00

LED Lamp $4.00

CFL Fixture $6.00

Recessed LED Fixture $5.00

LED T8 Fixture (per lamp) $4.00

Hot Water Distribution

Low Flow Showerhead $14.00

Faucet Aerator $6.00

Heating, Ventilation, and Cooling

Split System Air Conditioning $50.00-

175.00

Packaged Terminal Air Conditioner $40.00-

50.00

Packaged Terminal Heat Pump $60.00-

70.00

Appliances

Refrigerator $ 50.00

Common Area RebatesLighting

Compact Fluorescent Lamp

up to 30 watts

greater than 30 watts

$2.00

$7.00

LED Lamp $4.00

CFL Fixture $12.00

Linear HP8 Fixture (per lamp) $8.00

LED T8 Fixture (per lamp) $10.00

LED Exterior Fixture $40.00

LED Exit Sign $18.00

Lighting Occupancy Sensor $25.00

Hot Water Distribution

Hot Water Recirculation Control

(per dwelling unit served by system)

Electric Water Heating

Gas Water Heating

$20.00

$3.00

Custom UpgradesIn-unit and common area electricity-

saving upgrades not included in the

rebate list

$0.14/

kWh

Direct Install UpgradesIn-Unit Lighting

CFL Lamp 30 watts

CFL Lamp >30 watts

Common Area Lighting

CFL Lamp 30 watts

CFL Lamp >30 watts

LED Lamp

LED Exit Sign

In-Unit Hot Water Distribution

Low Flow Showerhead

Faucet Aerator

Hot Water Pipe Wrap

BENEFITS FOR TRADE ALLIES

DIRECT INSTALL MEASURES

Trade Ally

Incentive

Self-Install

Incentive

CFL Lamp 30 watts $5.00 $2.00

ENERGY STAR qualified and replacing an incandescent bulb. Common areas, kitchens, and living rooms only.

CFL Lamp >30 watts $12.00 $7.00

ENERGY STAR qualified and replacing an incandescent bulb. Common areas, kitchens, and living rooms only.

LED Lamp $11.00 $4.00

ENERGY STAR qualified and replacing an incandescent bulb. Common areas only.

LED Exit Sign $30.00 $18.00

Common area, replacing incandescent or fluorescent exit sign.

Faucet Aerator $10.00 $6.00

In-unit, reducing bathroom flow to 0.5 gpm from 2.5 gpm. Must have electric water heating.

Low-Flow Showerhead $24.00 $14.00

In-unit, reducing showerhead flow to 1.5 gpm from 2.5 gpm. Must have electric water heating.

Hot Water Pipe Wrap $3.00 NA

In-unit, insulating all exposed and previously uninsulated hot water pipe with 1.5 inch insulation. Must have electric water heating and

install low flow showerheads and/or faucet aerators.


OVERVIEW

INCENTIVE BOOSTS

Low Income (up to 200% poverty level)

+20% X total rebate amount

Deep Savings Boosts

Based on total property savings/total number of dwelling units

+10% X total rebate amount for 1,200 kWh/unit



Boosts do not apply to direct install rebates

PROGRAM POLICIES AND PROCEDURES

Program Process

Documentation Requirements

Quality Assurance

Trade Ally Removal


PROPERTY OWNER PROGRAM PROCESS

Trade Ally Path

2. Trade Ally reservation

3. Trade Ally installation

4. Trade Ally receives incentive

Self-Install Path

2. Customer reservation

3. Self-Installation

4. Customer receives incentive

Customer Entry

1A. Engage a trade ally

1B. Submit Property Evaluation Form

1C. Request a basic audit


TRADE ALLY PROGRAM PROCESS

Step 1: Property Evaluation Form

Energy Upgrade guidance from Energy Advisor

Step 2: Rebate Reservation Form

Pre installation

Program inspection on sample of projects

Reservation letter issued upon approval

Step 3: Rebate Request Form

Following installation

With supporting documents to prove upgrade specifications, location, and costs

Step 4: Quality Assurance

Desktop review of project submission

Post-installation Verification

Incentive payment


STEP 1: PROPERTY EVALUATION FORM

Property characteristics

Location

Year built

Number of buildings and units

Common area descriptions

System types and vintages

Building Envelope

Domestic Hot Water

HVAC

Appliances

Planned upgrades

Multifamily Energy Efficiency Program

Property Evaluation Form

Site and Contact Property name: Property owner: Date:

Property address: City, state, zip code

Primary contact name: Phone: Email:

How did you hear about PNMs Multifamily Program?

General Information Number of buildings: Number of floors: Total number of dwelling units:

Year constructed: Year of last major renovation: Number of low-income unit (up to 200% poverty level):

Common and non-residential spaces (e.g. pool, recreation, office, retail, etc.):

Utility Providers Metering Payment Electricity:

Master Individual Tenant Owner

Natural Gas: Master Individual Tenant Owner

What type of work are you planning for this property? (check all that apply): Comprehensive rehabilitation Partial retrofit/upgrades Upgrade dwelling units at tenant turnover Upgrade common area/central system Undecided and/or no upgrades planned

Total budget: Estimated construction start: Estimated construction completion:

Planned Work (Check all that apply)

Replace

with Basic Model

Replace with High Efficiency

Replace with

Undecided

Nothing Planned

Other Upgrades

Domestic Hot Water System

Faucet aerators Low flow showerheads Pipe insulation Recirculation pump controls Solar thermal Tank insulation

Space Heating Change system type Duct sealing Space Cooling Change system type Duct sealing

Lighting In-Unit Bulbs CFL Ballasts LED Fixtures

Add occupancy controls Add daylighting controls Add timer controls

Lighting Common Area Bulbs CFL Ballasts LED Fixtures

Add occupancy controls Add daylighting controls Add timer controls

Lighting - Exterior Bulbs CFL Ballasts LED Fixtures

Add motion controls Add daylighting controls Add timer controls

Refrigerators ENERGY STAR

Pool Pump Variable Speed

Other (please describe):

Are the planned upgrades dependent on or influenced by PNM rebates? Yes No Explanation:


STEP 2: REBATE RESERVATION FORM (PRE INSTALLATION)

Rebate Reservation Form

Customer information

Contractor information

Baseline condition

Number planning to install and associated rebate

amount

Page 1 of 1

Multifamily Energy Efficiency Program Rebate Reservation Form

To reserve incentives from the PNM Mult ifamily Energy Efficiency Program, please complete this form and return to mult [email protected] or mail to PNM Mult ifamily Energy Efficiency Program, 4221 Balloon Park Rd NE, Suite A, Albuquerque, NM 87109. For assistance complet ing this form, call 1-888-554-3323.

Part I: Property and Contact Information For Internal Program Use Only

Project ID Date Received Selected for Pre-Inspection Yes No

Pre-Inspection Date

Property Information Property Name Total Dwelling

Units No. Low-Income Units

Total Bedrooms Total Conditioned Floor Area

Property Street Address Property City Property State Property Zip

Project Contact Name Project Contact Company

Project Contact Mailing Address Project Contact City Contact State Contact Zip

Project Contact Email Project Contact Phone Project Type: Trade Ally Self-Install

Customer Information Customer Name Customer Company

Customer Billing Address Customer City Customer State Customer Zip

Account Manager Bill Account Number Utility Rate ID

Contractor Information Contractor Contact Name Contractor Company

Contractor Street Address Contractor City Contractor State Contractor Zip

Contractor Email Address Contractor Phone Number Contractor License Number

Part II: Project Upgrades and Incentives Please review the Part icipant Handbook for specific upgrade requirements prior to complet ing Part II of the Rebate Reservation Form. Complete the tables on pages 2 through 9, then calculate the incentive subtotal

Total Incentive Subtotal (sum of subtotals from A through D below) =$

Incentive Boosts (to be completed by Program Personnel)

Upgrade Incentive Subtotal Percentage of Low-Income Units

Incentive Boost

Incentive Reservation

Low-Income Boost X X 20% =$

1,200/unit Savings Boost X 10% =$



Boost Subtotal =$

Total Incentive Reservation (sum of subtotals from A through E above) =$


STEP 3: REBATE REQUEST FORM (POST INSTALLATION)

Number installed and associated rebate amount

Installation information (example):

Baseline manufacturer/model/efficiency

Upgraded manufacturer/model efficiency

Installation location

Supporting documentation:

Photos of baseline and upgraded equipment

(nameplate data)

Invoices for installed upgrade (materials and

labor)

Permits for installed upgrades (where applicable)

W-9 for payee

Product Installat ion Worksheets Please use a new row for each unique product, baseline condit ion, and installat ion location. Duplicate sheets as necessary to accommodate all installed products. If installing custom upgrades, confirm documentation needs with your Mult ifamily Energy Efficiency Program Case Manager.

Lighting Lamps, Fixtures, and Occupancy Sensors Installed Lamp Type

(CFL, LED, Linear HP8, LED T8)

Product Manufacturer

Product Model Number

Installed Product Watts

Baseline Watts

Location

(Room Name)

Number Installed

Rebate/ Unit

Incentive Amount

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

Fixture Type

(Recessed LED, LED Exterior, LED Exit, CFL)

Product Manufacturer


Installed Product Watts

Baseline Watts

Location

(Room Name)

Number Installed

Rebate/ Unit

Incentive Amount

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

X $ $

Control Type Product Manufacturer


Controlled Watts Location

(Room Name)

Number Installed

Rebate/ Unit

Incentive Amount

X $ $

X $ $

X $ $

X $ $

Lighting Subtotal $


STEP 4: QUALITY ASSURANCE

Desktop review 100% review of forms and supporting documentation for:

Completeness

Consistency (e.g. model info and number installed)

Customer eligibility (PNM customer information)

Upgrade eligibility (system efficiency and specifications)

Requested incentive project installation costs

No double dipping

Site verification random sample of projects

Verify that pre-installation and/or post-installation conditions match submitted forms

Trade allies have ten business days to correct any failures


TRADE ALLY REMOVAL

Failure of any Trade Ally to comply with applicable laws, codes, or PNM guidelines or any

failure to resolve customer concerns may (in PNM sole discretion) lead to such Trade

Allys removal from the Program.

Example causes for removal:

Multiple failed QA inspections

Multiple customer complaints

Failure to obtain required permits

Misrepresentation of installed scope of work or installation costs on program forms

Charges to a customer for Program direct install measures

HOW TO QUALIFY AS A TRADE ALLY

1. Attend Trade Ally Orientation Youre here!

2. Meet Minimum Eligibility Requirements

3. Submit a PNM Multifamily Trade Ally Application


ELIGIBILITY REQUIREMENTS

Licensed Contractor in New Mexico, as appropriate for services performed.

Register with the Better Business Bureau of New Mexico

Agree to obtain appropriate permits for all services performed in conjunction with the

Multifamily Energy Efficiency Program, and in accordance with the requirements of the

State of New Mexico.

Carry insurance appropriate for the services performed by all employees and

persons(s) for which the contractor may be liable.

Agree to price for measures listed under the Direct Install heading in the Incentives and

Measure Specifications section of Program Handbook.


APPLICATION

Part I Multifamily Trade Ally Application

Contact information

License information

References

Agreement to program policies and procedures

Agreement to terms and conditions

Part II - PNM Release and Indemnity

TO-DO LIST

Register with the Better Business Bureau

Submit Trade Ally Application and PNM Release and Indemnity

Get projects

PNM Multifamily Energy Efficiency Program Trade Ally Orientation_08!05!2015

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